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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Bleakley Financial Group
New Jersey
$929K -$21.4K -537 -2%
VWM
77
Venturi Wealth Management
Texas
$929K +$1.2K +30 +0.1%
SS
78
Simplicity Solutions
Minnesota
$928K -$24.8K -621 -2%
NA
79
Navellier & Associates
Nevada
$917K +$59.4K +1,491 +7%
CL
80
CIM LLC
New York
$915K -$114K -2,861 -11%
BNP Paribas Asset Management
81
BNP Paribas Asset Management
France
$901K -$31.2K -783 -3%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$830K -$81.3K -2,039 -9%
GD
83
Grandfield & Dodd
New York
$825K +$9.97K +250 +1%
Prudential Financial
84
Prudential Financial
New Jersey
$815K +$241K +6,038 +39%
SFA
85
Sequoia Financial Advisors
Ohio
$771K +$26.6K +666 +3%
Squarepoint
86
Squarepoint
New York
$759K +$49.2K +1,235 +7%
Creative Planning
87
Creative Planning
Kansas
$756K +$119K +2,993 +18%
SFI
88
Susquehanna Fundamental Investments
Pennsylvania
$736K
BCI
89
Brinker Capital Investments
Pennsylvania
$715K -$60.9K -1,527 -8%
OPS
90
Orion Portfolio Solutions
Nebraska
$715K -$60.9K -1,527 -8%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$692K
Mariner
92
Mariner
Kansas
$656K -$243K -6,093 -26%
MAM
93
Marotta Asset Management
Virginia
$647K +$678K +17,014 New
Vanguard Personalized Indexing Management
94
Vanguard Personalized Indexing Management
California
$646K +$43.4K +1,088 +7%
FTDI
95
First Trust Direct Indexing
Massachusetts
$646K +$20.3K +508 +3%
LA
96
LVW Advisors
New York
$636K -$14.8K -370 -2%
YMRC
97
Yorktown Management & Research Company
Virginia
$631K
LWAM
98
Legacy Wealth Asset Management
Minnesota
$606K +$4.63K +116 +0.7%
LNWWM
99
Laird Norton Wetherby Wealth Management
California
$606K +$3.51K +88 +0.6%
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
$605K +$635K +15,930 New